Tag: Selling

Top advisers understand the importance of “the experience revolution” that has reshaped the way people shop for all types of goods and services—even defined contribution retirement plans. 

Living firsthand through some seriously tough times for defined benefit plans, many pension plan sponsors are turning to advisers and consultants for help.

The retirement plans division of Ameritas Life Insurance Corp. announced the launch of Ameritas GPS, a “fully transparent mutual-fund based retirement platform.”

The Retirement Resource Desk from IFP Plan Advisers will provide specialist support in the areas of advisory practice management, reporting and business development. 

Financial advisers give themselves a B- in short- and long-term business planning.

A new cut of the Fidelity RIA Benchmarking Study shows many in firm leadership positions struggle to understand and articulate practice value. 

Over the last decade, financial advisers have been moving from commission- to fee-based models.

Many independent advisory shop owners hope to retire by the early 2020s, spelling serious opportunity for large advisory networks with the resources and vision to make selective acquisitions. 

It’s not surprising that independent advisory business owners want to keep growing their practices in 2016, but their level of confidence in the face of volatility and unfavorable...

Advisers can sell plan services and support, but can they sell themselves?

As financial services companies enter the new year, LIMRA finds their use of social media is rapidly shifting to include more business development. 

Did you ever think so much controversy and confusion could be tied into one little word? 

As 66 million Americans retire over the next decade, their assets will shift into income products, and rollovers, with some going toward professional financial planning.

The managing director of corporate relations for the CFP Board says there are many ways to successfully recruit Millennials and Gen Xers into an advisory practice—what matters most...

Practice Management University from Kaleido aims to teach advisories to break through growth barriers. 

A new SEI survey asks advisers to predict what their day to day work will look like in another decade. 

LIMRA research suggest providing basic training and ongoing support during a new adviser’s early career can significantly pay off from a sales growth perspective. 

Mark Jones worked for some 30 years in the 401(k) industry before retiring from Invesco; now he’s back in the business, helping run employee benefit solutions sales for...

Dave Gray, a Charles Schwab executive tasked with shaping and managing client experience, tells PLANADVISER technology development and integration will be a top theme in 2016.